Filed October 24, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,162 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,977 | $134,045-57.5% | $80,022-28.8% | $75,289-24.3% |
| Participation rate | 87.0% | 85.8%+1.2pp | 75.8%+11.1pp | 72.4%+14.6pp |
| Annual return | -4.03% | -0.56%-3.5pp | 11.22%-15.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $585 | $3,492-83.2% | $2,468-76.3% | $2,405-75.7% |
| Participant deferral / active EE | $2,778 | $4,976-44.2% | $3,686-24.6% | $3,739-25.7% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |